Podcasts about supercycle

⏱️ Timestamps9:50 – U.S. vs Iran: Latest Updates & Impact19:00 – Big Tech: The New Giants of War?25:04 – Best Stocks in the “War Index”37:30 – Credit Card Company Performance (Visa, AmEx, Mastercard, etc.)41:57 – S&P Near Highs, But Sentiment at Lows: Is the Market Ignoring the Consumer?48:50 – One Economic Indicator Retail Investors Should Track Weekly52:46 – Case Study: Michael Rubin's Fanatics Fest59:10 – Elon's Robotaxis: Is Tesla Back?1:08:00 – Oil Spike: Short-Term Shock or Start of a Supercycle?1:13:30 – Apple's AI Paper: Is Apple Underhyped Compared to LRM Rivals?1:24:33 - The Vendor That Tripled Profits at Invest Fest In this episode, we dive into the escalating tensions between the U.S. and Iran and explore how it could impact global markets. We also examine whether Big Tech is quietly becoming the new face of modern warfare and identify the top-performing stocks in what we're calling the “War Index.” With oil prices spiking and geopolitical risks rising, we ask the critical question: is this just a short-term shock or the beginning of a multi-year supercycle?We shift to the consumer economy, analyzing the 2024 performance of credit card giants like Visa, American Express, and Mastercard. With the S&P flirting with all-time highs while consumer sentiment hits record lows, we break down whether the market is ignoring key warning signs — or betting on a comeback. You'll also hear which economic indicator retail investors often overlook, but should track weekly to better time trades.We wrap up with a case study on Michael Rubin's Fanatics Fest, a look at Tesla's robotaxi push, and a deep dive into Apple's newest AI paper. Plus, two special guests join us to talk about their experiences at Invest Fest — one as a vendor and the other as the winner of last year's pitch competition.Invest Fest Ticket Link: https://investfest.com#InvestFest #StockMarket #Tesla #Apple #Visa #BigTech #Iran #OilPrices #AI #ElonMusk #FanaticsFest #RetailInvesting #S&P500 #MarketMondays #EarnYourLeisureSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In episode 420 of the BE SMART podcast: Student loan collections are causing significant declines in credit scores, the housing market is experiencing a stalemate with more sellers than buyers, investors are making portfolio decisions based on political views, and commodities are currently undervalued compared to financial assets. Jared and Cameron discuss oil and geopolitical risks, gold's haven bid and flirtation with its all-time high, and platinum's cocoa-like breakout this year.

New data reveals bitcoin treasury companies may have broken bitcoin's 4 year cycle!!

Welcome back to HappyPorch Radio: the circular economy technology podcast!In this episode our hosts Barry O'Kane and Tandi Tuakli are joined by Ryan Atkins, the co-founder and CEO of Supercycle - a circular commerce platform that enables rental and resale natively in Shopify.Ryan explains that scaling circular business models depends on overcoming integration challenges between physical product flows (repair, refurbishment, cleaning) and digital commerce (Shopify, customer experience). In this conversation we learn that while platforms like Supercycle can provide the core technology and integration "pipes," each brand has unique requirements in logistics, customer experience, product flows, and back office systems.Ryan also discusses collaborations with specialist partners, from 3PLs that can handle circular operations to integration and professional services partners that allow brands to tailor and scale their circular offerings. Without this ecosystem of enablers, it would be impossible to support the variety of customer journeys that circular models demand. Tune in to learn more about how circularity is reshaping e-commerce, the technology driving it, and why strong partnerships are the foundation of successful circular systems!This podcast is brought to you by HappyPorch. We specialise in technology and software development for Circular Economy minded purpose-driven businesses. Our podcast focuses mostly on: Circular Economy, Digital Enablers, Technology, Software, Circular Solutions, Fashion & Textiles, Circular Strategies, Digital, Reuse, Circular Design, Circularity, Systems Thinking, Economics, Data, Platforms, Degrowth, Policy & Regulation, Collaboration, Materials, Supply Chain, Biological Cycles, Materials, Food Waste, Biomimicry, Construction, Modular Design, Culture & Language, Zero Waste, Digital Passports, Life Cycle Assessment, Recycling, Reverse Logistics, Materials, Sharing Economy, Manufacturing, Efficiency, Environmental Impact and much more!

►► Sponsored by Aptos, check it out here: https://aptosfoundation.org/ Trump's crypto empire is growing fast – from ETFs to stablecoins to multi-billion dollar deals. I'm joined by Sidney Powell from Maple Finance to unpack their new partnership with Cantor Fitzgerald and what it means for institutional Bitcoin lending. With $2 billion in BTC-backed credit now in play and Trump's Truth Social ETF filing making waves, the crypto market is heating up fast. Don't miss this breakdown of the moves shaping the future of digital finance. Sidney Powell: https://x.com/syrupsid Chris Inks will join us in the second part to share some interesting trades in crypto and beyond. Chris Inks: https://x.com/TXWestCapital ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

Peter Grandich believes even the most ardent gold bug couldn't imagine the price of gold rising this high, this fast, all while the mainstream financial press barely whispers a word about the obvious opportunity in precious metals. Peter explains that while gold is leading the pack, he expects silver, uranium, and copper to all outperform up ahead, as a commodity supercycle takes hold that will leave most investors in the dust.Follow Peter Grandich on X: https://x.com/PeterGrandichPeter's Youtube Channel: https://www.youtube.com/@Peter-GrandichPeter Grandich & Company: https://petergrandich.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Interview withMark Chalmers, President & CEO of Energy Fuels Inc.Marty Tunney, COO of IsoEnergy Ltd.Recording date: 30th May 2025The uranium sector stands at a critical inflection point where mounting supply constraints intersect with unprecedented political support and surging nuclear demand, creating compelling conditions for sustained price appreciation and outsized returns for positioned investors.*Supply-Demand Fundamentals Favor Higher Prices*A fundamental supply shortage looms as existing high-grade uranium deposits deplete while replacement projects face significantly higher development costs. Energy Fuels CEO Mark Chalmers warns that future supply sources remain uncertain: "I don't know where it's going to come looking out five or 10 years because some of the best deposits are being mined right now and they're depleting themselves." The replacement cost dynamics are stark—new uranium production must cover exploration, permitting, infrastructure development, mining, and reclamation costs at price levels far exceeding historical norms.Current spot prices around $60-70 per pound remain well below the $100+ incentive pricing required to trigger meaningful new production. This creates a supply response lag that could persist for years even after prices reach incentive levels, given the extended timelines required for uranium project development and regulatory approval.*Political Tailwinds Accelerate Market Dynamics*Uranium benefits from rare bipartisan political support driven by energy security and decarbonization imperatives. Recent executive orders from the Trump administration targeting critical mineral supply chains reinforce government commitment to domestic uranium production. As Chalmers notes: "The ongoing support by both parties actually for nuclear power and reestablishing our ability to mine and produce nuclear power, including small modular reactors is gaining momentum."The Russian uranium ban, formally taking effect in 2028, will remove a significant supply source from Western markets. Industry leaders expect accelerated implementation due to geopolitical tensions, compressing the timeline for supply shortfalls. Simultaneously, China's aggressive nuclear expansion creates additional demand pressure, with the capability to construct reactors in 18 months versus multi-year Western timelines.Established Producers Positioned to BenefitMarket dynamics increasingly favor proven producers over development-stage companies. Many newer uranium companies have overcommitted on delivery contracts while struggling with operational challenges.  Infrastructure advantages amplify competitive positioning. Energy Fuels' White Mesa Mill serves as the primary conventional uranium processing facility in the United States, creating a strategic bottleneck that generates high-margin toll processing revenue. Companies without processing access face limited options, as IsoEnergy's Marty Tunny explains: "If you don't have access to the White Mesa Mill and you're a conventional hard rock miner in the USA, you don't have anywhere in the next 5 to seven years to process your ore."*Technical Advantages Emerge*Recent operational challenges at in-situ recovery operations highlight advantages of conventional hard rock mining methods. Conventional mining offers greater operational control, cost predictability, and flexibility compared to ISR techniques. This technical differentiation becomes increasingly valuable as the industry recognizes that uranium mining complexity exceeds that of other commodities.*Investment Implications*The uranium investment thesis centers on classic supply-demand imbalance amplified by geopolitical factors and infrastructure constraints. Companies with existing production capabilities, processing facilities, and proven operational track records appear positioned to benefit disproportionately from emerging market dynamics. The combination of political support, supply constraints, and rising demand creates conditions for sustained higher uranium prices, particularly benefiting North American producers with strategic infrastructure assets and established utility relationships.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

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Find out more about MotoAmerica Superbikes & Vintage MotoFest HERE GET YOUR TICKETS HERE For more on the Mission King of the Baggers series HERE And find out more about Troy Herfoss HERE HERE HERESee omnystudio.com/listener for privacy information.

House prices climbing. Migration surging. Rental markets tighter than ever… The whispers of a new property "supercycle" are growing louder by the day. In this episode of The Investor Lab, we dive deep into the data that suggests Australia might be entering a sustained 2-3 year period of rising property prices - and what that could mean for your investing strategy. Here's what we unpack: The key indicators pointing to a potential supercycle Why this cycle is different from the COVID boom The structural forces driving a potential multi-year upswing What smart investors are doing right now to position themselves for what's coming With construction bottlenecks, record migration, and interest rates stabilising, understanding these shifts could be the difference between catching the wave or missing out entirely. See you on the inside, WATCH ON YOUTUBE: https://www.youtube.com/live/VNlXB3qEhqQ?si=eecR4AjOK7lxJoxN IMPORTANT: The Investor Lab is for educational purposes only and does not constitute financial advice. Always do your own research and seek independent professional advice before making any investment or financial decisions. -- RESOURCES MENTIONED: Goose’s 2020 interview with Akhil Patel on the 18.6 Year Cycle (note our views have since evolved!) MARKET RESEARCH & DATA: CoreLogic & Property Update Market Analysis: Total residential real estate value ($11.3 trillion) SQM Research: National rental vacancy rate (1.1% - May 2025) CoreLogic Data: Average mortgage debt to property value ratio (21.2%) KPMG Housing Analysis: Annual housing deficit (~56,000 properties) CoreLogic Monthly Housing Market Update: Sydney price-to-income ratio (12.5x) -- Build a roadmap to achieve your goals for FREE on Property Pathfinder: propertypathfinder.io Want help to invest in 2025?Book in a quick chat here and we'll point you in the right direction:bit.ly/3E0wKGa Got a question or some feedback? We're all ears!bit.ly/tilqs Need finance guidance?Chat with the team: dashdotfinance.com.au/discoverycall – Catch Up On Recent Episodes: The Inner Game of InvestingTrusts & SMSFs: How Advanced Investors Are Rethinking Their Structures in 2025Portfolio Acceleration Masterclass: How To Use Strategic Selling As A Booster How to Create A Property Portfolio Growth Plan The Smartest Plan B for Business Owners? Sean's $464k StoryFinancial Jiu-Jitsu: How to Break Through Your Portfolio's Cashflow ConstraintsWinning the Investment Game: How to Set & Beat Your Hurdle RateFake Gold? Markets Down? Liquidity Up? – What’s REALLY Going On? The RBA Just Changed the Game — Here’s What It Means for YouHold vs Sell: How to Know When to Take ProfitsBitcoin: Why Every Property Investor Needs to Consider Owning ItEverything You Need To Know About Property Investing FinanceProperty Investing In Australia In 2025: What You Need To Know Investment Strategies for 2025 Follow the Money: How Liquidity Drives Asset Prices (and How You Can Benefit) What You Don’t Know About Money Could Cost You EverythingTrusts & SMSFs: How Advanced Investors Are Rethinking Their Structures in 2025Portfolio Acceleration Masterclass: How To Use Strategic Selling As A Booster How to Create A Property Portfolio Growth Plan The Smartest Plan B for Business Owners? Sean's $464k StoryFinancial Jiu-Jitsu: How to Break Through Your Portfolio's Cashflow ConstraintsWinning the Investment Game: How to Set & Beat Your Hurdle RateFake Gold? Markets Down? Liquidity Up? – What’s REALLY Going On? The RBA Just Changed the Game — Here’s What It Means for YouHold vs Sell: How to Know When to Take ProfitsBitcoin: Why Every Property Investor Needs to Consider Owning ItEverything You Need To Know About Property Investing FinanceProperty Investing In Australia In 2025: What You Need To Know Investment Strategies for 2025 Follow the Money: How Liquidity Drives Asset Prices (and How You Can Benefit) What You Don’t Know About Money Could Cost You Everything – Connect:https://www.dashdot.com.au https://youtube.com/@theinvestorlab https://instagram.com/dashdotproperty https://instagram.com/goosemcgrath https://instagram.com/gabi.billingSee omnystudio.com/listener for privacy information.

In this high-conviction, high-energy interview, SCP Resource Finance CEO David Wargo joins Trey Reik to lay out why the next big macro move is into commodities, driven by a weakening dollar, a race for critical minerals, and an urgent shift away from China-dominated supply chains. Key Topics: What the recent U.S.–China trade deal really means for rare earths Why gold, silver, copper, nickel, and rare earths are all set to surge How the U.S. dollar's decline will fuel a real asset bull market How Ukraine's reconstruction will supercharge base metals demand Whether the U.S. will take control and liberate its mining sector, just like Big Oil Would you like to hear more about SCP and its rare earth mineral projects? Get their white paper here: https://wealthion.com/rare-earth-metals/ Chapters: 0:23 - Are US-China Trade Talks Truly Sincere?   3:11 - Why Did China Grant Rare-Earth Exports to Vietnam and Volkswagen?   5:14 - What's Beijing's Endgame for Rare-Earth Leverage?   6:12 - Can Saudi Arabia Build Its Own Rare-Earth Supply Chain?   9:03 - Does the Kingdom Actually Have the Minerals?   10:28 - Deep-Sea Mining Order: Bold Move or PR Stunt?   13:00 - Why Is the Resolution Copper Mine Still Waiting?   17:00 - Pebble Mine in Alaska: Dream Deposit or Environmental Risk?   19:51 - What's the Hottest Opportunity in Mining Right Now?   21:24 - Will Rebuilding Ukraine Supercharge Base-Metal Demand? Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/43uMQ50 Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Gold #Silver #Copper #RareEarths #CriticalMinerals #Commodities #Geopolitics #Macro #USChina #USD #Mining ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Valley of Depth, we're joined by Erik Kriessmann, Partner at Altimeter – the $10B crossover firm known for backing generational companies across tech, defense, and space. From sourcing early-stage deals to helping build world-class teams, Erik's path into venture started with a deep focus on talent, giving him a rare edge in identifying high-potential founders and building lasting partnerships. In this episode, Erik shares how Altimeter thinks about concentrated investing, why the firm bets big on supercycles, and what it takes to earn a seat at the table with the best teams in tech. We also cover:How Altimeter defines a “supercycle”The firm's bets across AI, defense, and aerospaceWhat separates a good founder from a great oneWhy Altimeter backed Anduril and K2His take on the Mars hype (spoiler: not yet)And how SpaceX changed the game for everyone…and much more. • Chapters •0:00 - Intro1:05 - Did Erik know he was going to be an investor?1:44 - Erik's career journey9:05 - Going from building talent teams to working with CEOs directly12:07 - The investment philosophy core to Altimeter's growth15:31 - Public vs private side of Altimeter16:42 - How decisions get made19:35 - What is today's super cycle?21:14 - What technologies is Altimeter currently excited about?22:40 - What does Erik look for in a founder?24:25 - How do geopolitics weigh in on Altimeter's investments?27:20 - Space super cycle28:56 - What is Erik on the lookout for in the space industry31:04 - How about Mars?33:42 - Why did Altimeter first invest in Anduril?36:09 - Navigating the DoD procurement process37:50 - Expanding margin with the government customer40:27 - Are we in a defense tech bubble?41:56 - Has Altimeter invested in pure play defense names outside of Anduril?44:03 - Exit paths for Altimeter's investments45:34 - Foreign defense investment opportunities47:34 - What would Erik be doing if he wasn't an investor?49:42 - What's Erik listening to these days? • Show notes •Erik's socials — https://x.com/ekriessmannBrad's socials — https://x.com/altcapMo's socials — https://twitter.com/itsmoislamPayload's socials — https://twitter.com/payloadspace / https://www.linkedin.com/company/payloadspaceIgnition's socials — https://twitter.com/ignitionnuclear /  https://www.linkedin.com/company/ignition-nuclear/Tectonic's socials  — https://twitter.com/tectonicdefense / https://www.linkedin.com/company/tectonicdefense/Valley of Depth archive — Listen: https://pod.payloadspace.com/ • About us •Valley of Depth is a podcast about the technologies that matter — and the people building them. Brought to you by Arkaea Media, the team behind Payload (space), Ignition (nuclear energy), and Tectonic (defense tech), this show goes beyond headlines and hype. We talk to founders, investors, government officials, and military leaders shaping the future of national security and deep tech. From breakthrough science to strategic policy, we dive into the high-stakes decisions behind the world's hardest technologies.Payload: www.payloadspace.comIgnition: www.ignition-news.comTectonic: www.tectonicdefense.com

Welcome back to HappyPorch Radio: the circular economy technology podcast!In this special episode our host Barry O'Kane is joined by Charlotte Morley, CEO of thelittleloop, and Ryan Atkins, CEO of Supercycle, to discuss the ripple effects of - ongoing and very fluid - changes to US tariffs and De Minimis import rules on the circular economy in the UK, EU, and US. The conversation, which originated from a passionate exchange on LinkedIn, explores both the opportunities and challenges these potential policy changes present for circularity-focused businesses. The discussion ranges widely from there, covering everything from policy to the importance of smaller, ethical brands to circularity.We discussed how reduced ease of importing low-cost new goods could boost demand for resale and second-hand markets, potentially benefiting the circular economy. While acknowledging the long-term benefits, our guests explained that many small ethical and sustainable brands are already overwhelmed by rising costs, market saturation from fast-fashion giants like Shein and Temu, and how, potentially, additional pressure from tariffs could undermine the "feedstock" of quality products essential for a thriving circular economy.Both guests stress the importance of empathy and support for brands navigating these tough times. They discuss how circularity enablers like their own companies must make circular business models (like takeback and resale programs) as frictionless and financially viable as possible. They also touch on the slow progress of legislation and the need for government mandates and funding to truly shift the industry toward reuse, not just recycling.The conversation concludes with a call to action for both policy involvement and practical support to ensure circularity is not just a long-term goal, but a near-term strategic advantage for businesses.Tune in to learn about how there is, despite current difficulties, a sense of cautious optimism: more brands are beginning to prioritise circularity, although slowly.This podcast is brought to you by HappyPorch. We specialise in technology and software development for Circular Economy minded purpose-driven businesses. Our podcast focuses mostly on: Circular Economy, Digital Enablers, Technology, Software, Circular Solutions, Fashion & Textiles, Circular Strategies, Digital, Reuse, Circular Design, Circularity, Systems Thinking, Economics, Data, Platforms, Degrowth, Policy & Regulation, Collaboration, Materials, Supply Chain, Biological Cycles, Materials, Food Waste, Biomimicry, Construction, Modular Design, Culture & Language, Zero Waste, Digital Passports, Life Cycle Assessment, Recycling, Reverse Logistics, Materials, Sharing Economy, Manufacturing, Efficiency, Environmental Impact and much more!

Competition, growth, tariffs, hacks, AI – what does it take to be an effective leader today? John Chambers, former CEO and Executive Chairman of Cisco and founder of JC2 Ventures, joins TechSurge host Sriram Viswanathan to share valuable wisdom on leading and growing businesses through times of significant change. As a leader who has transitioned from the c-suite to venture capital and now mentoring founders in emerging technology sectors, John has seen it all. He shares lessons from his time leading one of the world's most influential networking companies at Cisco (the most valuable company in the world at the time), revealing what he learned while growing it from a challenger networking company into a $50 billion tech powerhouse, sharing how Cisco achieved and maintained its market leadership, particularly his bold M&A strategies. John offers hard‑won insights on navigating major technology shifts in AI, cloud, security, and more. Today's founders and executives will find practical frameworks, real‑world war stories, and counterintuitive advice to help survive and thrive in an era of continual disruption. If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits.Links:Explore John Chambers' family office and venture firm at JC2 VenturesRead John Chambers' book “Connecting the Dots” on AmazonDiscover the organization John chaired for eight years US-India Strategic Partnership ForumLearn about the company John and Sriram have invested in together at ParkourSCFind out about the deep fake detection company Pin DropLearn about the cybersecurity company Rubrik

Unsere heutigen Gäste sind die CEOs von SuperCycle – einem hübsch angesagten Boutique-Workout in Wien. Sie zelebrieren mit ihren Trainerinnen & Trainern den Fitnessgedanken mittels Rad-Workout indoors, inklusive Discokugel und guter, schweißtreibender Musik. Auf der Stage ist der Coach. Sie oder er gibt Musik und Tempo vor. Die Community schwitzt, tanzt, radelt und singt. Im Gespräch mit carpe diem-Host Holger Potye sprechen Rhana Loudon & Olivia „Lilli“ Hromatka über ihre Erfahrungen als weibliche Unternehmerinnen im Fitnessbereich – über Siege und Niederlagen, Learnings, den ganz besonderen Kick und die Glücksgefühle, die du verspürst, wenn du in der Gruppe als Team zur Musik in die Pedale trittst, gleichzeitig Hanteln stemmst und auch noch Choreografie machst. Radfahren als schöne Form der Bewegung Das Konzept von SuperCycle – es gibt mittlerweile vier Clubs in Wien –basiert auf zwei großen Säulen: Community und Sport. Und dann wären da noch Design, Fun, gute Musik, Bewegung, auspowern & empowern, Freundschaften, Happiness und Endorphine. Auf den ersten Blick ist es Choreografie mit Radfahren als Gemeinschaftserlebnis. Auf den zweiten Blick passiert da noch mehr. Man kommt an und wird herzlich empfangen. SuperCycle ist freundlich und inklusiv. Es geht nicht um den Wettbewerb. Man ist einfach da, um zu spüren.   Lektionen auf dem Weg Unser Podcastgäste haben auf ihrem Weg als selbstständige Unternehmerinnen viele Lektionen gelernt. Zu den wichtigsten zählen: Du musst nicht alles kontrollieren, manchmal musst du den Dingen ihren Lauf lassen. Und du musst auch nicht alles alleine machen. Hol dir Hilfe, pass auf dich selbst auf und nimm dir Zeit. Schritt für Schritt … wirst du fit – auch im Business. Was wir außerdem aus dieser Episode mitnehmen: • Wieso Schritt für Schritt effektiv bei Herausforderungen ist • Warum du durch Bewegung runterkommen und abschalten kannst • Wie du mit Make-Or-Break-Momenten umgehen lernst • Warum du durch Krisensituationen viel über dich selbst lernst • Wieso SuperCycling besonders gut für die Core-, Rumpf-, Bauchmuskulatur und den Rücken ist • Wie man Trainingseffekt und Spaß in einem Mix aus Cardio und Krafttraining gut kombiniert Viel Vergnügen mit dem Podcast! Show Notes: Mehr über Rhana, Lili und SuperCycle erfährst du HIER. Buchtipp: „Ein wenig Leben“ von Hanya Yanagihara  

Tom welcomes back John Rubino, Former Wall Street Analyst, Author & Substacker for a discussion on the current economic landscape and its implications for investors. Rubino discusses the end of a credit supercycle, highlighting the risks of hyperinflation, deflation, and stagflation due to global fiat currency systems. He emphasizes the importance of real assets like gold, silver, and energy during potential financial chaos. Rubino also addresses the role of energy prices, particularly oil, in driving inflation or deflation. He suggests that lower oil prices could lead to a short-term deflationary period, followed by inflationary pressures as central banks respond with low interest rates. This creates uncertainty but opportunities for resilient investments. The discussion touches on President Trump's policies, including tariffs and reshoring, which could lead to wage inflation and geopolitical tensions. Rubino warns against the risks of negative interest rates and the potential need for a currency reset, possibly returning to a gold standard. For investors, Rubino recommends focusing on real assets such as precious metals, energy, and farmland. He suggests dollar-cost averaging in gold and silver and cautious investment in mining stocks, particularly mid-tier and explorers with growth potential. Jurisdictional risks, especially in countries like Mexico, are highlighted as critical considerations. Rubino also stresses building personal resilience through community ties, skill development, and owning productive assets. Time Stamp References:0:00 - Introduction0:45 - Framing This Flation3:49 - Oil's Role & Energy Price9:36 - Deflationary Scenarios16:06 - Zero Rates & Q.E.20:35 - Inherited Problems & Trump22:50 - PMs & Tariff Policies27:04 - Oversold Markets29:28 - Gold Fundamentals31:28 - Gold Silver Ratio33:15 - Silver in a Recession?36:20 - Investment Advisors & Metals40:13 - His Focus in Miners45:46 - Take Profit Guidelines48:10 - Mexican Gov't Policy50:53 - Other Opportunities?55:17 - Staying Resilient57:18 - Wrap Up Guest LinksSubstack: https://rubino.substack.comBooks: https://tinyurl.com/5buyvy6v John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops. He founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022, and now publishes on Substack.

Circular business models hold immense potential to reshape the fashion industry. In this episode, we explore the exciting opportunities for brands in rental and resale, moving beyond the challenges of getting started. Host Emma Elobeid is joined by guests Andrew Rough from Advanced Clothing Solutions (ACS) and Ryan Atkins from SuperCycle to discuss how brands can capitalise on this shift to unlock new revenue streams, build stronger customer relationships, and create a more sustainable future. Tune in to hear Emma, Andrew and Ryan explore:The significant economic opportunity for brands in circular fashion, including rental and resale modelsHow circular models can enhance brand profitability by better using assets and meeting evolving customer demandsThe importance of brands owning the customer relationship and data in circular commerceHow enabling services and technology are making circularity more accessible and profitable for brandsThe evolution of circular business models and the importance of continuous learning and adaptationLearn more:Listen to episode 131, when Seb went to visit ACS's warehouse to learn more about the business.Explore the Ellen MacArthur Foundation's latest demonstration project, The Fashion ReModel, which explores making the economics work for circular business models.If you enjoyed this episode, please leave us a review or a comment on Spotify or YouTube. Your support helps us to spread the word about the circular economy.

This new ETF aims to provide pure exposure to the entire AI value chain. (0:30) - Who Is Vista Shares? (3:15) - What Is DeepSeek And What Impact Will It Have On The AI Trade? (5:20) - What Are Supercycles And Which Ones Should You Be Watching? (8:00) - VistaShares Artificial Intelligence Supercycle ETF: AIS (17:55) - Are Data Centers The Unsung Heroes of AI Innovation? (20:10) - Episode Roundup: AIQ, ARTY, CHAT, THNQ Podcast@Zacks.com

As urgent calls for climate change action continue, an energy supercycle is underway, driven by the increasing need for electrification and digitalization, particularly in high-growth sectors like AI and data centers. Securing a reliable, affordable, and sustainable energy supply to meet this demand is crucial.At the 2025 World Economic Forum Annual Meeting at Davos, Hitachi, Ltd. Executive Chairman Toshiaki Higashihara and Hitachi Energy CEO Andreas Schierenbeck, with Elisabeth V. Vardheim (Statnett) and Gerard Reid (Alexa Capital), participate in a panel discussion on 22 January 2025 to explore the parallels between today's energy landscape and offer insights into how global stakeholders can drive change to address the climate crises.In summary, how to turn couch potatoes into ironmen.   Laurent's conclusion is that Davos is a perfect microcosm to capture CEOs' Zeitgeist. And when you hear a global consensus, like 4 years ago on Net Zero and Climate and this year on AI… then it is probably time to SELL.  This event is part of the Davos Accredited Programme. Full video here https://www.youtube.com/watch?v=vIXafAbc1gc

The Lads are joined again by the former CEO of Three Arrows Capitol, Su Zhu! We break down what might be the biggest hack in crypto ever with $1.5 billion in ETH stolen from Bybit! We also check in on the Solana trenches after the $LIBRA launch and crash. And Su fills us in on if the Supercycle is still in play. Stick around until the end for a great round of pastas! In Episode #83 we cover:00:00 Stream Starts Soon…01:46 The Bybit Hack12:46 Is This Hack Bullish For ETH?15:56 $LIBRA & The Solana Trenches 27:37 Where Does The Market Go From Here?34:56 Odds Of Jail For Crime Szn Launches?40:56 Are We Still In The Supercycle?46:16 Kaito & Yapping49:04 Aptos GCR53:46 Freysa Digital Twins58:46 Pasta of the Week

Read the full transcript here. What are the best things to do to help someone achieve their goals? What kind of person should see a personal coach? And when should they do so? What makes for a good personal coach? How do you know which coaches are legit given that they aren't certified like counselors? Can everyone benefit from meeting with a coach? How can you harness modernity to live the kind of life you want? In what ways do people treat themselves as resources? What are the most common causes of burnout? How high should our internal standards be? What should people be thinking about as they make large life changes? Should people always try to improve themselves? What are some challenges that are specific to leaders? How can people make more time for and focus better on less tangible challenges like assessing their vision and goals for the future? How can you resurrect seemingly dead parts of your inner life?Tee Barnett is a Personal Strategist who has coached a variety of high-functioning leaders across several industries. He has also run coaching training programs and recently helped launch Supercycle, a personal and professional development community platform that brings an interdisciplinary approach to personal growth, including philosophy, phenomenology, natural sciences, sociology, etc. Learn more about him at his personal website, teebarnett.com, or Supercycle's website, supercycle.org; follow him on Twitter / X at @teebarnettsays; or email him at tee@supercycle.org. StaffSpencer Greenberg — Host / DirectorJosh Castle — ProducerRyan Kessler — Audio EngineerUri Bram — FactotumWeAmplify — TranscriptionistsMusicBroke for FreeJosh WoodwardLee RosevereQuiet Music for Tiny Robotswowamusiczapsplat.comAffiliatesClearer ThinkingGuidedTrackMind EasePositlyUpLift[Read more]

Shownotes:Self-introHow does it feel working on a project full time for an extended period of time?For those who don't have any context Su Zhu had a “Supercycle” thesis for Ethereum in the previous bull run. So tell us under today's context, what's a Supercycle?!Why shifting from OPNX to OX.FUN?You guys are laser focused on Perps right now. I know you thought about doing a Launchpad but decided not to. What was the thought process?What kind of audience and market do you think you captured in the recent run-up? Who are your major users?You decided to go for a lot of OX pairs - that was definitely a bold move. Why so?What do you think about outcompeting other players in the space in the long run?Your feelings about all these different L1/2 ecosystems.Your view on Ethereum now?Mindshare perps. We preliminarily discussed this possibility before. Any plan on that?What are the major focuses on 2025 for OX?Your personal goal in the new year?!Twitter: @nicodotfun / @OXFUNHQWebsite: https://ox.fun/en If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

Weaker iPhone sales from Apple (AAPL) is a warning that puts the hardware's "supercycle" at risk, according to William Kerwin. William has a $200 price target on expectations that Apple will have an "increasingly difficult time" to grow in a maturing smartphone market. Will Rhind isn't as bearish, pointing out the company's record revenue and service revenue numbers. He also notes DeepSeek shows potential for Apple to spend less on A.I. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Ben Bajarin talks about what's next for Apple after it reported mixed earnings. The biggest black eyes include sales weakness in its iPhone sales, particularly in China. He says iPhone innovation is necessary beyond the technology's current Apple Intelligence features. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode of Hashing It Out, Elisha Owusu Akyaw sits down with Michael Heinrich, co-founder and CEO of 0G Labs, to explore the intersection of Web3 and AI in 2025. They hash out the hype of Web3 AI, the best applications, the pros and cons of AI agents and what goes into a decentralized AI operating system. [02:15] - AI simplifies Web3 user experiences[04:38] - Functionality of AI agents[05:17] - What is verifiable inference and why we need it[08:02] - Journey to Web3 AI development [12:02] - Urgency of decentralizing AI and preventing monopolization[14:50] - What makes a decentralized AI operating system?[18:55] - Challenges in AI alignment and blockchain's role[21:23] - Is an AI apocalypse possible?[23:49] - Working with a modular tech stack [27:11] - Use cases for decentralized AI in critical applications[32:50] - 2025 roadmap and the Web3 AI supercycle[36:00] - Web3: Two truths and a lieThis episode of Hashing It Out is brought to you by Cointelegraph and hosted by  Elisha Owusu Akyaw, produced by Savannah Fortis, with post-production by Elena Volkova (Hatch Up).Follow this episode's host, Elisha Owusu Akyaw (GhCryptoGuy), on X  @ghcryptoguy. Follow Cointelegraph on X @Cointelegraph.Check out Cointelegraph at cointelegraph.com.If you like what you heard, rate us and leave a review!The views, thoughts, and opinions expressed in this podcast are its participants' alone and do not necessarily reflect or represent the views and opinions of Cointelegraph. This podcast (and any related content) is for entertainment purposes only and does not constitute financial advice, nor should it be taken as such. Everyone must do their own research and make their own decisions. The podcast's participants may or may not own any of the assets mentioned.

Marty sits down with Matthew Mežinskis to discuss the Q3 2024 monetary base update. Matthew on Twitter: https://x.com/1basemoney Porkopolis Economics: https://www.porkopolis.io/ 0:00 - Intro 0:36- ATH, 4 currencies left in the way 4:50 - The Trump wave 10:44 - chart - Getting gold/btc on Fed balance sheet 24:20 - Unchained 25:11 - Optimally acquiring strategic reserve 30:38 - Zaprite & SOTE 32:11 - Triffin Dilemma and spending cuts 38:55 - How hard money helps central banks 43:23 - Yield curve/Fed policy mismatch 49:22 - Russian bitcoin 54:26 - Trump's cabinet and Scott Bessent 58:16 - Supercycle? 1:05:51 - Power curve 1:08:55 - Saylor's convertible notes 1:1545 - Base money 1:25:29 - Breton Woods 2.0? 1:42:30 - Fiat money exponential growth 1:46:44 - Job market 1:52:39 - Bitcoin Lindy effect 2:01:00 - Wrap up Shoutout to our sponsors: Unchained https://unchained.com/tftc/ Zaprite https://zaprite.com/tftc Salt of the Earth https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

As the founder and CEO of the Future Today Institute, Amy Webb helps global companies and governments see what comes next. She's an expert in strategic forecasting, NYU business school professor, and popular author and speaker on tech and trends. She sat down with host Jeff Berman to share her insights on how every business can better prepare for the future.Check out Amy Webb's latest tech trends report to go deeper on the topics discussed in this episode.Subscribe to the Masters of Scale weekly newsletter: https://mastersofscale.com/subscribeRead a transcript of this episode: https://mastersofscale.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to the Alfalfa Podcast

Today I was joined by Nachi, a top 10 trader on Binance making over $64M, discuss overcoming trauma, the Memecoin Supercycle, and the AI agents meta. I recorded this on my Macbook on bad wifi so sometimes I freeze up lol. Guest's Twitter: https://x.com/alphawifhat https://www.theblockbeats.info/en/news/55630 Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFA Research Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 0:00 Nachi's Story 7:06 Where are we in the Cycle? 12:58 Memecoin Supercycle Thesis 19:30 AI Memecoin Thesis 27:02 Building Conviction & Sizing into Trades 36:34 Overcoming Adversity 44:11 Characteristics of Home Run Trades 52:02 How to Make it This Cycle

Bitcoin and SOL are flirting with all time highs, Ethereum is lagging behind, and the next six months could define the trajectory of crypto markets.  In this episode of Bits + Bips, James Seyffart, Alex Kruger, and guest David Grider unravel the key stories driving the space: What could a meeting between Trump and Coinbase's Brian Armstrong mean for crypto policy? Could a new Treasury Secretary pick become the industry's biggest ally? And is Ethereum's underperformance hiding a major comeback? Plus, what crypto categories might be winners in the near future. Show highlights: What the potential meeting of Trump with Brian Armstrong shows Which pick for the Treasury Secretary position would be most positive for crypto Whether Michael Saylor has been driving the bitcoin market Whether rate cuts are coming in December and what impact it's having on the markets How tariffs are not as bad as people think, but massive deportation is, according to Alex Why a potential Treasury General Account (TGA) rundown would be bullish for the markets Whether traders will be taking profits at the $90,000 bitcoin level How ETH has been underperforming and why David sees a silver lining How the lack of institutional interest in ETH has changed dramatically since the election Why David is so optimistic about restaking across different ecosystems What the outlook for crypto regulation looks like in the near future and what will benefit the industry Why James believes that we'll have in-kind creations and redemptions for bitcoin ETFs under new SEC leadership What the future trajectory of bitcoin's price is and the role of a strategic bitcoin reserve How different categories within crypto will perform in the markets Hosts: James Seyffart, Research Analyst at Bloomberg Intelligence Alex Kruger, Founder of Asgard Guest: David Grider, Partner at Finality Capital Links Trump and politics: Unchained:  Donald Trump to Meet Coinbase CEO Brian Armstrong: Report Truth Social in Talks to Acquire Crypto Platform Bakkt Who Might Trump Pick for S.E.C. Chair? This Is Who Jay Clayton Hopes to See The Trump-Connected Brad Bondi Is a New SEC Chair Contender and Pro-Crypto A Degen Administration? Why the Crypto Czar May Be Allowed to Own Tokens Markets: Unchained:  Spot Ether ETFs See Record $515 Million Weekly Inflows Solana dApps See Massive Fees Amid Memecoin Frenzy Bitcoin ETF options: Unchained:  Bitcoin Hits New All Time High as IBIT's First-Day Volume Nears $1.9 Billion  Why Bitcoin ETF Options Could Unlock Massive Amounts of Capital for Crypto Timestamps: 00:00 Intro 02:31 What a Trump-Brian Armstrong meeting means for crypto 07:36 Who could be crypto's biggest ally as Treasury Secretary 12:43 Is Michael Saylor driving bitcoin's rally? 14:46 Whether December rate cuts will shake the markets 19:33 Tariffs vs. deportation: What's worse for crypto? 26:03 Whether a Treasury General Account rundown would be bullish for markets 30:19 Whether traders will take profits at $90K Bitcoin 35:50 Why ether's underperformance might hide a comeback 47:15 Whether institutional interest in ETH has turned around 51:49 Why David is bullish on restaking across ecosystems 54:09 What's next for crypto regulation and industry growth 1:06:55 Whether new SEC leadership would greenlight better bitcoin ETF structures 1:09:10 Whether strategic Bitcoin reserves could drive its price higher 1:17:25 Which crypto categories could lead the next rally Learn more about your ad choices. Visit megaphone.fm/adchoices

Marty sits down with Pascal Hügli to discuss the multivariate implications of Donald Trump's White House victory for bitcoin. Pascal on Twitter: https://x.com/pahueg 0:00 - Intro 1:23 - The European mind can't comprehend Trump victory 10:09 - Prediction markets 25:08 - Unchained & Coinkite 27:02 - Trump's approach to bitcoin 37:08 - SOTE 38:40 - America leading the charge on bitcoin 47:03 - Has hyperbitcoinization been pulled forward? 51:36 - Bitcoin credit products 59:05 - Supercycle? 1:11:53 - Price targets 1:14:51 - Interesting times Shoutout to our sponsors: Unchained https://unchained.com/concierge/ Coinkite https://coinkite.com/ Zaprite https://zaprite.com/tftc Salt of the Earth https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

- Bitcoin surpassed silver as the 8th largest asset in the world. Its market capitalization has reached $1.752 trillion, surpassing silver's $1.726 trillion. - Bitcoin Fog User Roman Sterlingov Gets 12.5 Years for Allegedly Running It Based on 'Junk Science' https://www.nobsbitcoin.com/bitcoin-fog-user-roman-sterlingov-gets-12-5-years-for-allegedly-running-it-based-on-junk-science/ - OpenSats Long-Term Support For m1sterc001guy https://opensats.org/blog/m1sterc001guy-receives-lts-grant - Mutiny Team: Introducing OpenSecret - the encrypted backend https://blog.opensecret.cloud/introducing-opensecret/ - Block announces Proto Mining division https://proto.xyz - Italy to water down its 42% cryptocurrency capital gains tax proposal https://www.nobsbitcoin.com/gm-2024-11-13/ - Bitkey partners with Blockchain.com and Azteco https://bitkey.build/welcoming-blockchain-com-and-azteco-as-bitkey-partners/ - Human Rights Foundation Story of the Week Burma | International Payment Services Suspended for Citizens https://financialfreedomreport.org - Bitcoin Dev Kit team Q3 update https://bitcoindevkit.org/blog/_2024-q3-update/ - Tether unveils Tether Wallet Development Kit (WDK) https://wallet.tether.io - Nunchuk Android v1.9.54, iOS v1.9.58, and Desktop v1.9.40 now support COLDCARD as an inheritance key, add the option to 'send all remaining' for batch transactions, along with various fixes and improvements. - cashu.me improvements https://primal.net/e/note142j2cm47j75kjywdp5f9jkgr6gesu6d4mgsdx760a46aj9r7c63swljwl2 - ZEUS v0.9.2: Export Transaction History, BIP-353, BOLT 12 & Hardware Signer Improvements https://www.nobsbitcoin.com/zeus-v0-9-2/ - Krux v24.11.0: Experimental Tamper Detection Tool & Other Improvements https://www.nobsbitcoin.com/krux-v24-11-0/ - Liana v8.0: Improved Setup Process, New Templates, BitBox02 Support https://www.nobsbitcoin.com/liana-v8-0/ - RoboSats v0.7.2-alpha lets users test Nostr global order books by enabling the option in the configuration tab https://www.nobsbitcoin.com/robosats-v0-7-2-alpha/ - LocalSend is a free and open-source, cross-platform tool for sharing files over the local WiFi network with secure end-to-end encryption https://www.nobsbitcoin.com/gm-2024-10-12/ - Improving Private Signal Calls: Call Links & More https://signal.org/blog/call-links/ - Mullvad VPN cancels remaining PayPal subscriptions to collect less user data https://mullvad.net/en/blog/remaining-paypal-subscriptions-are-being-canceled 0:00 - Intro 3:44- Don Lemon quitting Twitter 7:18 - Supercycle debate 25:39 - Dashboard 28:56 - Bitcoin passes silver 31:47 - Roman Sterlingov gets 12.5 years 38:36 - OpenSats 39:38 - OpenSecret 42:34 - Block Proto 44:29 - Gary might leave SEC 48:29 - Italy waters down cap gains 51:46 - Bitkey partnerships 56:49 - HRF Story of the Week 1:04:50 - BDK Q3 update 1:06:59 - Tether wallet dev kit 1:12:42 - Nunchuck and Cashu 1:16:39 - Ecash and consensus 1:27:23 - Boosts 1:31:10 - Software updates 1:38:19 - Trump and Polymarket 1:43:55 - Onion InfoWars Shoutout to our sponsors: Unchained https://unchained.com/concierge/ Coinkite https://coinkite.com/ Stakwork https://stakwork.ai/ TFTC Merch is Available: Shop Now https://merch.tftc.io/ Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Follow Marty Bent: Twitter https://twitter.com/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/ Follow Odell: Nostr https://primal.net/odell Newsletter https://discreetlog.com/ Podcast https://citadeldispatch.com/

The Ten31 team discusses the monumental 2024 US Presidential Election and what it means for bitcoin moving forward. 0:00 - Intro 0:24 - ETF inflows at ATH 8:27 - How the election affects bitcoin 23:14 - Supercycle debate 34:55 - Companies embracing sound custody 39:39 - Framing advice on allocation 50:35- IBIT and other benchmarks 54:49 - Trump likely to continue debt expansion

0:00 - Intro 3:35 - ATH and red sweep at the election 12:27 - Transition to Trump administration 19:41 - Supercycle? 37:10 - HRF South American bitcoin trip 41:06 - HRF Story of the Week 48:05 - Boosts Shoutout to our sponsors: Unchained https://unchained.com/concierge/ Coinkite https://coinkite.com/ Stakwork https://stakwork.ai/ TFTC Merch is Available: Shop Now https://merch.tftc.io/ Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Follow Marty Bent: Twitter https://twitter.com/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/ Follow Odell: Nostr https://primal.net/odell Newsletter https://discreetlog.com/ Podcast https://citadeldispatch.com/

With AI fundamentally reshaping the cloud, what does this mean for the future of security?  In this episode, Nataraj Nagaratnam, CTO of Cloud Security at IBM, joins us to dive into the evolving dynamics of cloud security in the age of AI. As organizations integrate AI into their cloud environments, the traditional lines of responsibility for security are being redrawn, raising new questions about who safeguards what and how emerging risks are addressed. Nataraj unpacks how AI-generated code is introducing unique vulnerabilities, with recent studies highlighting that nearly half of organizations are concerned about the security risks posed by AI-driven development. My guest explains how the complex, multilayered enterprise AI stack—from applications and models to data and infrastructure—requires a nuanced, data-centric approach to security. This approach includes assessing data sensitivity, managing keys, and implementing tailored controls, especially as unstructured data and machine learning models bring fresh security challenges. The shared responsibility model is also undergoing a transformation, with Nataraj outlining a shift from a simple customer-provider dynamic to one that includes AI model providers and data lineage. With industries like healthcare and finance running critical systems in the cloud, regulatory frameworks are tightening, and transparency in model development and data lineage is increasingly emphasized. Nataraj explores how IBM is working to normalize these controls across sectors, enabling compliance and resilience in a diverse range of cloud environments. Automation emerges as a cornerstone of Nataraj's strategy, helping organizations maintain secure, compliant cloud environments in both deployment and operations. He illustrates a dual-phase approach—automation for initial secure deployments and ongoing compliance monitoring—to ensure that security remains robust as systems evolve. Finally, we discuss the future of cloud security, including the need for AI governance, third-party risk management, and transparency in model use, all critical as the AI-driven Supercycle unfolds. What will the future of cloud security look like as AI becomes an integral part of our digital infrastructure? Tune in to explore Nataraj's vision and strategies, and join the conversation—how is your organization preparing for the new era of AI and cloud security?

Is the tech world on the verge of a new Supercycle driven by AI, or is this another phase of venture capital hype? In this episode, we're joined by Rahul Baig, Head of Venture Capital & Growth Equity Coverage at Wells Fargo's Technology Banking Group, to break down the dynamics reshaping the current tech VC landscape. Rahul offers a unique perspective on what's captivating venture capitalists today and why the focus is shifting sharply towards AI-driven innovations. As Rahul explains, the landscape for tech companies is changing dramatically. Software growth has slowed, and non-AI companies are finding it tougher to secure investments and gain traction. At the same time, unicorns outside of AI are experiencing funding dry spells, underscoring a rising trend in public markets that demands growth, profitability, and fair valuations. With increased standards for IPOs and heightened investor scrutiny, the bar for tech companies to go public has never been higher. Beyond the focus on AI, Rahul highlights broader market forces, such as low volatility and rising equity markets, which are reinvigorating capital markets, albeit against a backdrop of geopolitical tensions and economic uncertainty. In an era moving away from “growth at all costs,” capital efficiency, strong fundamentals, and sustainable growth are becoming essential for tech firms looking to survive and thrive. This shift marks a “survival of the fittest” phase, where companies with strong value propositions and resilient business models are positioned to succeed. For founders and entrepreneurs, Rahul offers a roadmap to resilience in a crowded and challenging market. He stresses the need to build solutions that address real-world needs, maintain rigorous financial discipline, and focus on sustainable growth. In an environment where liquidity remains scarce and market competition is fierce, mental and physical stamina are essential for success. What does the future hold for tech VC, and how can companies prepare for long-term growth? Tune in for Rahul's insights and join the conversation—what do you see as the defining trends in venture capital today?

Oppenheimer's Martin Yang points to Apple's (AAPL) iPhone sales topping $46 billion and growing sales in China as signs of the company's tech dominance. He believes Apple's supercycle is still intact, expecting the average consumer to buy its new model, despite the company's sluggish rollout of Apple Intelligence. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this insightful episode of the Wise Investor Segment, host Matty A. dives into the emerging economic supercycle, breaking down what it means for investors and the unique opportunities it's creating across industries. Join Matty A. as he explains the dynamics behind this supercycle, how it impacts current and future investments, and why understanding these trends is essential to long-term financial success. Whether you're a seasoned investor or just getting started, this episode offers valuable insights to help you strategically navigate this transformative time. Tune in to position yourself for success in the new economic landscape! Episode Sponsored By: Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/ MY FIRST 50K!: Visit https://wiseinvestorcollective.com/ and submit your application to join!

We've talked a lot about memecoins here on the pod, but nothing like this! The Lads are joined by Murad, who has grown to main character status recently with his theory of memes. Join us for this can't miss episode where we go deep, deep, deep on all things memecoin! Link to Path's Provenance Tweet: https://x.com/cryptopathic/status/1740832131159306326?s=46&t=BEZAWUQyHq6Z-Wi6xS6VnQ In Episode #64 we cover: 00:00 Coming Up on Steady Lads… 01:24 Intros w/ Murad 04:14 How Did Murad Get To This Point? 9:29 Doxxed By ZachXBT 20:49 The Memecoin Movement 28:38 Retail & Memecoins 40:36 Memecoins vs NFTs 50:31 Speculation First, Tech Second 1:01:48 Everything Going Up In 2025 1:10:40 Sports Betting vs Memecoins 1:15:45 Pasta of the Week

Gami and Clouted are core contributors from International Meme Fund (IMF) and $MONEY. Their team believes it is now crucial to have native liquidity and financial infrastructure for the meme sector.They're both from Sydney and have shared interests in defi financial engineering, game theory and the memecoin phenomonen.We talk about financial nihilism. Memes as emergent properties of the internet. Why do some meme assets succeed when the vast majority fail? How do you choose the tokens that go up? (no financial advice). The internet is stranger than you think. ufo.fmnews.ufo.fm SPONSORSHigher is a lifestyle. A community of optimists on Base that formed on Farcaster. To join high agency crypto natives in a new experiment in onchain brands, visit aimhigher.net International Meme Fund (IMF) is a DeFi protocol for borrowing $MONEY against your memecoins with $IMF serving as the protocol utility and revenue token. Learn more at internationalmeme.fundLore is a group wallet experience for co-ownership. Own expensive NFTs, move memecoins markets and win crypto games together. Check out how you could use Lore with your friends to earn more than you could alone at lore.xyz.

Today's is Brad Gerstner, founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm that invests in both public and private markets. In today's episode, Brad discusses his journey in investing, how to invest in the AI supercycle, and how he incorporates the impact of stock compensation when analyzing companies. Brad also covers his initiative, Invest America, aimed at promoting financial literacy and inclusion for children in the U.S. He highlights the need for a collective effort to empower the next generation and ensure they have a stake in the economy. (2:10) Intro of Brad Gerstner (7:47) Current market thoughts (10:58) The state of AI (16:16) Brad's investment philosophy (22:32) Impact of AI on both enterprise and consumer technology (25:46) Global advancements in AI (27:27) Autonomous vehicles (30:39) Stock-based compensation (36:31) Invest America (53:06) Importance of financial literacy for kids ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  Learn more about your ad choices. Visit megaphone.fm/adchoices

This Week in Startups is brought to you by… Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.Vanta.com/twist CloudDevs. Building the best remote team is tough, but you don't have to do it alone. Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite LATAM talent today. Sprig. The Product Experience platform that generates AI-powered opportunities to continuously improve your product at scale. Visit https://www.sprig.com/twist to book a demo and get a $75 gift card. * Todays show: Alex Wilhelm joins Jason to discuss AI regulation bill SB 1047 (1:46), the biggest supercycle today (6:18), OpenAI's growth trajectory (25:20), the AR and VR technology evolution (48:51), and more! * Timestamps: (0:00) Jason and Alex kick off the show (1:46) AI regulation bill SB 1047 (2:34) Defining the AI supercycle (6:18) Concurrent supercycles: Self-driving cars and fusion (8:03) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist (9:08) Detailed discussion on SB 1047's impact and reactions (17:14) AI regulation in California: A broader perspective (19:54) CloudDevs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite LATAM talent today. (21:01) Industry leaders' reactions to SB 1047 veto and open source in AI (25:20) Rule-breaking in startup success and evaluating OpenAI's valuation (36:47) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card. (38:00) Infrastructure ownership for tech giants and the future of startups in AI (48:51) AR and VR technology evolution and market potential (55:38) AR glasses' impact on daily life and mental health (1:05:59) AR vs. VR applications and social implications (1:07:27) Audience Q&A * Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com * Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp * Mentioned on the show: https://x.com/martin_casado/status/1840490481777770850 https://x.com/AndrewYNg/status/1840497561821651069 https://www.gov.ca.gov/2024/09/29/governor-newsom-announces-new-initiatives-to-advance-safe-and-responsible-ai-protect-californians/ https://www.bloomberg.com/news/newsletters/2024-09-29/meta-steps-up-pressure-on-apple-vision-with-orion-ar-glasses-and-cheaper-quest-3-m1nkq76p https://www.youtube.com/watch?v=FKgJTJojVEw * Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm * Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Thank you to our partners: (8:03) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist (19:54) CloudDevs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite LATAM talent today. (36:47) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card. * Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland * Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com * Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

- J.P. Morgan: iPhone 16 Plus Wait Surprises to the Upside - An Informal Survey of iPhone 16 Wait Times - Counterpoint: Step Cycle for Apple Intelligence to Drive Supercycle for Services - SCMP: An iPhone 16 Takedown One Month in the Making - iFixit Applauds Repairability of iPhone 16 Line - Apple Pulls iOS 18 for M4 iPad Pro After Reports of Bricking - Apple Issues Updates for Pages, Numbers, and Keynote - Apple Seeds Fourth Developer Betas of iOS 18.1, Et Al.  - Apple Seeds First Public Beta of iOS 18.1 with AI Features - Sponsored by 1Password Extended Access Management - your solution for IAM and MDM. Learn more at 1Password.com/macosken - Safety and Security features coming from Apple on Check No. 392 by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call !

Sep 6, 2024 – Commodities experienced a significant surge following the 2020 COVID crash, subsequent lockdowns, and the injection of large-scale stimulus into the markets and economy. During this upward move, we, along with several...

In this special summer episode, Ole Hansen is in the studio to discuss what a commodity supercycle is, whether we've been in one in the first half of 2024 and whether we will be in one in the second half. The episode was recorded on June 26 and is meant to be an interesting insight into the term commodity supercycle for investors to learn what it means and what they need to be aware of. We wish all of you a very happy summer and will be back to more regular programming in mid-August. Here you find a link to where you can learn more about what moves sub-categories of commodities (as discussed in the show). Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an account with Saxo.

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- CFRA Ups Apple Target on Raft of Positives - UBS Doubts AI-Driven iPhone 16 Upgrades - Ming-Chi Kuo Doubts AI-Driven iPhone 16 Upgrades - Report: Cellebrite Can't Get Past iOS 17.4 or Later - Citing Uncertain Regulatory Environment, Meta Pulls Back on AI for EU - Apple Promos New Immersive Video for Apple Vision Pro - Report: Apple TV+ Seeks Deals for Back Catalog of Movies - First Two Episodes Premier for “Lady in the Lake” on Apple TV+ - Hear Reticle Research Principal Analyst Ross Rubin talk Apple Vision Pro, Meta Quest 3, and the whole mixed reality thing on "The Mac Observer Show," wherever you get podcasts! - Check Out the Latest Checklist by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call !

In this first episode of Bits + Bips, hosts James Seyffart, Alex Kruger, and Joe McCann explain why the macroeconomics could point to the markets actually being in a crypto supercycle. They discuss the recent Federal Reserve meeting and its impact on the markets, as well as the irony that leveraged Ethereum futures ETFs will likely be approved while spot Ethereum ETFs will likely not. James also reveals his pet theory on where the SEC is going with its investigation into ETH. They cover why the bottoming of emerging market currencies in Asia is good for Bitcoin, dismiss the recent Wells notice issued to Robinhood, and speculate that Tether may be the most profitable company per employee in the world.  Agreeing that the current market cycle is different, Seyffart and McCann suggest that there is still a long way to go, and assert that the market may be underweighting the possibility that crypto goes to a $10 trillion market cap in the next few years.  Show highlights: The Fed's recent decisions and how they lower the chances of more rate hikes The importance of global liquidity in the performance of risk assets like Bitcoin and crypto assets Why a bottoming in the value of the yen, yuan and other emerging markets currencies is good for Bitcoin and crypto, according to Joe The irony that leveraged Ethereum futures ETFs are likely to be approved but spot ETFs are not James's pet theory about how the SEC will rule on whether ETH is a security  Whether trading in Hong Kong's crypto ETFs shows how little interest there would be in an ETH ETF compared to spot BTC ETFs Grayscale's Bitcoin Mini Trust ETF Whether people are underweight on a “crazy bonkers rise” in crypto Why Robinhood's Wells Notice is a "minor story," according to Alex Whether Tether is the most profitable business per employee in the world  Why James believes that it's not a good idea for the US Congress to be against stablecoins CZ's sentence and whether it's a "good ending for the story" Hosts: James Seyffart, Research Analyst at Bloomberg Intelligence Alex Kruger, Founder of Asgard Joe McCann, Founder, CEO, and CIO of Asymmetric Learn more about your ad choices. Visit megaphone.fm/adchoices